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    Financial Awareness

    One of the most important times in anyone’s working life is when they reach retirement.

    How we can help

    Course attendees are given a good understanding of financial matters that are pertinent to them and relevant to their current situation.

    Our aim is to put you in control of your finances and take action where it is required. Thus enabling you to achieve your goals.

    Without sufficient knowledge and advice, people can struggle with their finances and this can quickly spiral into a debt scenario.

    This seminar is aimed at attendees just entering the workplace and looking at managing their own finances for the first time up to individuals approaching mid-career where they can benefit from further help to set their finances up for later in life.

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      Who We Are ?

      This seminar is aimed at attendees just entering the workplace and looking at managing their own finances for the first time up to individuals approaching mid-career where they can benefit from further help to set their finances up for later in life.

      We will help you with the following topics:-

      • How to Create a financial strategy
      • Planning for later life – Pensions
      • Savings or investment – Should we save or invest?
      • Borrowing and credit
      • The taxation system in the UK
      • Wealth Preservation – Including the use of Wills, Trusts and Lasting Powers of Attorney